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Independent Financial Advisor

1 month ago

Leeds, United Kingdom Clayton Davies Full time

Job Description Our client, an independent Financial Advisory firm, are looking for an experienced Financial Adviser to join their team. As an employed Independent Financial Adviser, your role is to understand your clients current and future financial goals.

Continually driving improvement in quality of advice and client files
Conducting in-depth reviews of clients' financial circumstances
Reviewing and responding to clients changing needs and financial curcumstances
Acquire new business, via personal business planning and company lead generation programme

Diploma in Financial Planning as a minimum qualification
Track record of providing solid financial advice

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